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純鹼板塊大漲 需求回暖 純鹼價格有望繼續上漲
格隆匯 03-18 10:01
格隆匯3月18日丨純鹼板塊大漲,山東海化拉昇漲停,三友化工大漲超7%,遠興能源、中鹽化工漲超5%,華昌化工、和邦生物等跟漲。春節後,純鹼價格走出了一波上漲行情。根據生意社數據,2020年春節前,國內輕質純鹼主流報價為1360元/噸,重質純鹼報價為1530元/噸。經過節後多次漲價,3月第2周重鹼主流出廠報價1760-1860元/噸,輕質鹼現執行價格約為1650元/噸。方正中期期貨認為,浮法玻璃、光伏玻璃對重鹼用量保持增長態勢,是目前國內純鹼市場持續上漲的主要因素,廠家出貨情況較為順暢。因市場預期較好,部分純鹼廠家有意拉高重鹼庫存水平。對於純鹼價格的後期走勢,分析人士普遍認為,供需格局將持續改善,純鹼價格有望繼續上漲。

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